AAGTX
Price
$21.79
Change
+$0.09 (+0.41%)
Updated
Jun 6 closing price
Net Assets
46.4B
RAKTX
Price
$21.17
Change
+$0.08 (+0.38%)
Updated
Jun 6 closing price
Net Assets
46.4B
Interact to see
Advertisement

AAGTX vs RAKTX

Header iconAAGTX vs RAKTX Comparison
Open Charts AAGTX vs RAKTXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$21.79
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets46.4B
American Funds 2040 Trgt Date Retire R1
Price$21.17
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets46.4B
AAGTX vs RAKTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AAGTX vs. RAKTX commentary
Jun 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AAGTX is a Hold and RAKTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AAGTX (46.4B) and RAKTX (46.4B) have equal amount of cash in the bank . AAGTX pays higher dividends than RAKTX: AAGTX (1.22) vs RAKTX (0.58). AAGTX was incepted earlier than RAKTX: AAGTX (18 years) vs RAKTX (18 years). RAKTX (1.45) is less costly to investors than AAGTX (0.68). AAGTX (6.00) and RAKTX (6.00) have comparable annual turnover. AAGTX (250) and RAKTX (250) have matching initial minimum investment requirements. AAGTX annual gain was more profitable for investors over the last year : 10.60 vs. RAKTX (9.72). AAGTX return over 5 years is better than : 39.89 vs. RAKTX (35.74).
AAGTXRAKTXAAGTX / RAKTX
Total Expense Ratio0.681.4547%
Annual Report Gross Expense Ratio0.681.4547%
Fund Existence18 years18 years-
Gain YTD6.7096.382105%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets46.4B46.4B100%
Annual Yield % from dividends1.220.58211%
Returns for 1 year10.609.72109%
Returns for 3 years25.0022.78110%
Returns for 5 years39.8935.74112%
Returns for 10 years69.4663.90109%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSTBX21.01N/A
N/A
Federated Hermes Global Allocation A
CVERX14.37N/A
N/A
Columbia Select Mid Cap Value Instl 2
FHJUX43.45N/A
N/A
Fidelity Advisor Europe A
FBCGX36.83N/A
N/A
Fidelity Blue Chip Growth K6
GCFSX17.31N/A
N/A
Gabelli Global Financial Services C